# Fusion Plating — Claude Code Instructions

## Project
Fusion Plating is a multi-module Odoo 19 ERP for electroless nickel plating and metal finishing shops. Built by Nexa Systems for EN Technologies (the client). Replaces Steelhead Software.

## Module Structure (30 modules)
```
fusion_plating/                     — Core: facilities, process types, tanks, baths, chemistry, recipes
fusion_plating_batch/               — Rack/barrel batch tracking (FpBatch, FpBatchChemistry)
fusion_plating_kpi/                 — KPI definitions, daily auto-compute, dashboard views
fusion_plating_configurator/        — Quotation configurator, pricing engine, part catalog, 3D viewer
fusion_plating_receiving/           — Parts receiving, inspection, damage logging
fusion_plating_invoicing/           — Invoice strategies (deposit/progress/net/COD), account holds
fusion_plating_certificates/        — Certificate registry (CoC, thickness reports), Fischerscope data
fusion_plating_notifications/       — Auto-email engine, notification templates, audit log
fusion_plating_shopfloor/           — Tablet UI, plant overview kanban, process tree visualization
fusion_plating_portal/              — Customer portal + self-service configurator wizard
fusion_plating_reports/             — PDF reports (WO margin, discharge sample, CoC, etc.)
fusion_plating_compliance/          — Compliance framework, jurisdictions
fusion_plating_compliance_on/       — Ontario compliance reference data (data-only, no menus)
fusion_plating_compliance_tor/      — Toronto bylaw discharge limits (data-only, no menus)
fusion_plating_aerospace/           — AS9100 / Nadcap
fusion_plating_nuclear/             — CSA N299 / CNSC
fusion_plating_cgp/                 — Controlled Goods Program
fusion_plating_safety/              — SDS, WHMIS, JHSC
fusion_plating_quality/             — QMS (NCR, CAPA, calibration)
fusion_plating_logistics/           — Pickup & delivery, chain of custody
fusion_plating_culture/             — Values / fundamentals
fusion_plating_bridge_mrp/          — MRP integration (recipe→WO, portal job, work order priorities)
fusion_plating_bridge_sign/         — Digital signatures
fusion_plating_bridge_quality/      — Quality bridge
fusion_plating_bridge_documents/    — Odoo Documents integration (NCR, CAPA, FAIR, Doc Control)
fusion_plating_process_en/          — Electroless nickel process pack
fusion_plating_process_chrome/      — Chrome process pack
fusion_plating_process_anodize/     — Anodizing process pack
fusion_plating_process_black_oxide/ — Black oxide process pack
fusion_tasks/                       — Local delivery dispatch (GPS, maps, driver scheduling)
```

## Menu Structure (Plating App)
The Plating app (`menu_fp_root`, seq 46) has these top-level menus:

| Seq | Menu | Module | Children |
|-----|------|--------|----------|
| 3 | KPIs | fusion_plating_kpi | KPIs, KPI History, Production/Quality/Finance dashboards |
| 5 | Sales | fusion_plating_configurator + portal | Quotations, Sale Orders, Customers, Part Catalog, Quote Requests, Portal Jobs |
| 8 | Configurator | fusion_plating_configurator | New Quote, Coating Configs, Pricing Rules, Treatments |
| 12 | Shop Floor | fusion_plating_shopfloor | Plant Overview, Tablet Station, Bake Windows, First-Piece Gates |
| 15 | Receiving | fusion_plating_receiving | All Receiving, Pending Inspection, Discrepancies |
| 18 | Operations | fusion_plating (core) | Process Recipes, Production Priorities (bridge_mrp), Batches (batch), Baths, Chemistry Logs, Tanks |
| 25 | Certificates | fusion_plating_certificates | All, CoC, Thickness Reports |
| 30 | Quality | fusion_plating_quality | Holds, NCRs, CAPAs, FAIR, Audits, Doc Control |
| 40 | Compliance | fusion_plating_compliance | Permits, Discharge, Waste, Calendar, Spills, Config |
| 45 | Safety | fusion_plating_safety | SDS, Training, Exposure, JHSC, Incidents, PPE |
| 50 | Logistics | fusion_plating_logistics + fusion_tasks | Pickups, Deliveries, Routes, CoC, POD, Field Tasks, Task Map, Task Calendar |
| 60 | Aerospace | fusion_plating_aerospace | AS9100, Nadcap, Counterfeit, Config Items, Risk |
| 65 | Nuclear | fusion_plating_nuclear | Program, ITP, 10CFR21, Pedigree, CNSC |
| 70 | CGP | fusion_plating_cgp | Registration, AI, PSA, Visitors, Goods, Shipments, Security, Access Log |
| 80 | Culture | fusion_plating_culture | Values, Recognitions |
| 90 | Configuration | fusion_plating (core) + many | Facilities, Work Centres, Process Categories/Types, Bath Params, Stations, Ovens, Invoice Strategy, Account Holds, Training Types, Chemicals, Notification Templates/Log, Calibration, Specs, AVL, Value Sets/Rotations, N299 Levels, Vehicles |

**Field Service** (`fusion_tasks`) also has its own standalone root app (seq 45) with Map View, Tasks, Calendar, Configuration. The same task actions are also accessible under Plating > Logistics.

**Key rule**: Sales menu is unified in `fusion_plating_configurator`. Portal module adds Quote Requests + Portal Jobs as children (referencing `fusion_plating_configurator.menu_fp_sales`). Do NOT create a separate Sales menu in portal.

## Critical Rules — Odoo 19
1. **NEVER code from memory** — Read reference files from the server first.
2. **Backend OWL**: `static template`, `static props = ["*"]`, standalone `rpc()` from `@web/core/network/rpc`. NOT `useService("rpc")`.
3. **HTTP routes**: `type="jsonrpc"` — NOT `type="json"` (deprecated in Odoo 19).
4. **Search views**: NO `group expand="0"`, NO `string` attribute on `<search>`, NO `<group string="...">` wrapper for group-by filters. Use bare `<group>` for group-by.
5. **res.config.settings**: Only boolean/integer/float/char/selection/many2one/datetime. NO Date fields.
6. **res.groups**: Use `privilege_id` (NOT `category_id`). `user_ids` is OK but the deprecated `users` alias is NOT. Always include `sequence` field.
7. **Field params**: `parent_path` does NOT accept `unaccent` parameter in Odoo 19.
8. **SCSS borders**: Use `$border-color` (SCSS variable) for card borders, NOT `color-mix()` in border shorthand — the SCSS compiler drops it. `color-mix()` works fine in `background-color`, `box-shadow`, etc.
9. **Theme awareness**: All colours must use CSS custom properties (`var(--bs-body-bg)`, `var(--bs-body-color)`, `var(--bs-border-color)`, `var(--bs-secondary-color)`, `var(--o-action)`). NO hardcoded hex. See `fusion_plating_shopfloor.scss` as the gold standard.
10. **XML comments**: No double-hyphens (`--`) inside `<!-- -->` comments — invalid XML, causes lxml parse error.
11. **XML data ordering**: Window actions must be defined BEFORE `<menuitem>` elements that reference them in the same file.
12. **Module install on new modules**: Use `--update=base` alongside `-i MODULE` to ensure Odoo rescans the addons path and finds the new module directory.
13. **Implied group cascade**: `implied_ids` on `res.groups` does NOT reliably propagate to users on module install. Always include `user_ids` to explicitly assign admin, or fix via SQL post-install.

## Naming
- **New custom models** (post-2026-04): `fp.*` prefix (e.g. `fp.part.catalog`, `fp.certificate`)
- **Existing custom models**: Keep `fusion.plating.*` (e.g. `fusion.plating.portal.job`, `fusion.plating.delivery`)
- **New fields on standard Odoo models**: `x_fc_*` prefix
- **Legacy fields**: `x_studio_*`
- Canadian English for all user-facing text
- SCSS class prefix: `o_fp_*` (shopfloor: `o_fp_po_*`, `o_fp_pt_*`; recipes: `o_fp_recipe_*`)
- Monetary fields: always pair with `currency_id` field on the same model

## Process Recipe System (NEW — v19.0.2.x)
**Model**: `fusion.plating.process.node` (in `fusion_plating` core)
- Hierarchical tree with `_parent_store = True`
- Node types: `recipe`, `sub_process`, `operation`, `step`
- Companion model: `fusion.plating.process.node.input` (operator inputs)
- `icon` is a Selection field (24 curated plating icons), NOT a Char
- Auto-icon: JS `guessIcon(name)` maps keywords → icons when adding nodes
- OWL tree editor: registered as `fp_recipe_tree_editor` client action
- Controller: `fusion_plating/controllers/recipe_controller.py` (7 endpoints)
- SCSS: `fusion_plating/static/src/scss/recipe_tree_editor.scss`

### Recipe Endpoints
```
POST /fp/recipe/tree              — full nested tree for OWL editor
POST /fp/recipe/node/create       — add child node
POST /fp/recipe/node/write        — update fields
POST /fp/recipe/node/unlink       — delete + cascade
POST /fp/recipe/node/reorder      — bulk sequence update
POST /fp/recipe/node/move         — change parent_id
POST /fp/recipe/duplicate         — deep-copy recipe
```

### Steelhead Features Status
| Feature | Status |
|---------|--------|
| Hierarchical process tree | Done |
| Node types (recipe/sub/op/step) | Done |
| Auto-complete flag | Done |
| Customer visible flag | Done |
| Manual/automated flag | Done |
| Requires sign-off | Done |
| Opt In/Out (disabled/opt-in/opt-out) | Done |
| Icon picker | Done |
| Time tracking (created/updated with seconds) | Done |
| Operator inputs | Done |
| Description (rich text) | Done |
| File attachments (via mail.thread) | Done |
| OWL tree editor with drag-drop | Done |
| Tags | Not yet |
| Dashboard Transitions | Not yet |
| Treatment Groups / Choices | Not yet |
| Go To Node Options | Not yet |
| Spec Fields | Not yet |

### Client Recipes Created
- `ENP-ALUM-BASIC` — Electroless Nickel Plating Aluminium Basic (9 operations, 15 steps). Data file: `fusion_plating/data/fp_recipe_enp_alum_basic.xml`

## Plant Overview Dashboard
- OWL client action: `fp_plant_overview` in `fusion_plating_shopfloor`
- Kanban columns = work centres, cards = active `mrp.workorder` records
- Drag & drop between columns (writes `workcenter_id` on the work order)
- Endpoint: `POST /fp/shopfloor/plant_overview`
- Move endpoint: `POST /fp/shopfloor/plant_overview/move_card`
- Auto-refreshes every 30s

## Deployment

### odoo-entech (LXC 111 on pve-worker5)
- **Type**: Native Odoo (apt package, NOT Docker)
- **IP**: 10.200.1.26
- **DB**: `admin` (PostgreSQL local, user `odoo`)
- **Config**: `/etc/odoo/odoo.conf`
- **Addons**: `/mnt/extra-addons/custom/` (fusion_plating modules live here)
- **Service**: `systemctl {start|stop|restart} odoo`
- **Update command**:
  ```bash
  ssh pve-worker5 "pct exec 111 -- bash -c 'systemctl stop odoo && su - odoo -s /bin/bash -c \"/usr/bin/odoo -c /etc/odoo/odoo.conf -d admin -u MODULE_NAME --stop-after-init\" && systemctl start odoo'"
  ```
- **Copy files**: `cat LOCAL_FILE | ssh pve-worker5 "pct exec 111 -- bash -c 'cat > /mnt/extra-addons/custom/REMOTE_PATH'"`
- **IMPORTANT**: Must pass `-c /etc/odoo/odoo.conf` or Odoo won't find the repackaged enterprise addons

### odoo-trial (VM 316 on pve-worker1)
- **Type**: Docker (container `odoo-trial-app`, db `odoo-trial-db`)
- **DB**: `trial` (user `odoo`)
- **Host addons path**: `/opt/odoo/custom-addons/` → mounts as `/mnt/extra-addons/` in Docker
- **Docker network**: `odoo_odoo-network`
- **Copy files** (base64 pipe through qm guest exec):
  ```bash
  B64=$(base64 -w0 "LOCAL_FILE")
  ssh pve-worker1 "qm guest exec 316 -- bash -c 'echo $B64 | base64 -d > /opt/odoo/custom-addons/REMOTE_PATH'"
  ```
- **Clear asset cache** (required after SCSS/JS changes):
  ```bash
  ssh pve-worker1 "qm guest exec 316 -- bash -c \"docker exec odoo-trial-db psql -U odoo -d trial -c \\\"DELETE FROM ir_attachment WHERE url LIKE '%/web/assets/%';\\\"\""
  ```
- **Update command**:
  ```bash
  ssh pve-worker1 "qm guest exec 316 -- bash -c 'docker stop odoo-trial-app && docker run --rm --network odoo_odoo-network -v odoo_odoo-data:/var/lib/odoo -v /opt/odoo/custom-addons:/mnt/extra-addons -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf odoo:19 odoo -d trial -u MODULE_NAME --stop-after-init && docker start odoo-trial-app'"
  ```

### Git Push
```bash
cd K:/Github/Odoo-Modules/fusion-plating && git push origin main
```
Pushes to both GitHub and Gitea (nexasystems.ca) via multiple remotes.

## Supabase Knowledge Base
Project: `nexasystems` (id: `ikvdlqkbqsitabxidvnq`)
- `fusionapps.decisions` — past architecture decisions
- `fusionapps.issues` — known issues and fixes
- `fusionapps.code_snippets` — reference code
- `fusionapps.quick_commands` — deployment and admin commands
- `fusionapps.vm_registry` — VM inventory
- `fusionapps.proxmox_nodes` — cluster node specs

## End-to-End Business Workflow

### Full Lifecycle (What Exists Today)

```
┌─ QUOTATION ──────────────────────────────────────────────────────┐
│ 1. Customer submits RFQ on portal                     [DONE]     │
│    → FpQuoteRequest (state: new → under_review → quoted)         │
│    → Model: fusion_plating_portal/models/fp_quote_request.py     │
│                                                                   │
│ 2. Customer accepts → "Create Sale Order" button       [DONE]    │
│    → action_create_sale_order() creates SO with lines            │
│    → Links SO origin back to RFQ ref                             │
│                                                                   │
│ 3. SO confirmed → MRP creates Manufacturing Order      [DONE]    │
│    → Standard Odoo sale_mrp flow                                 │
└──────────────────────────────────────────────────────────────────┘

┌─ MANUFACTURING ──────────────────────────────────────────────────┐
│ 4. MO confirmed → Portal Job auto-created              [DONE]    │
│    → MrpProduction.action_confirm() override                     │
│    → Creates FpPortalJob (state: in_progress)                    │
│    → Links via x_fc_portal_job_id                                │
│                                                                   │
│ 5. Planner assigns recipe + configures steps           [DONE]    │
│    → x_fc_recipe_id set on MO                                    │
│    → Opens fp.recipe.config.wizard for opt-in/out                │
│    → Creates fusion.plating.job.node.override records            │
│                                                                   │
│ 6. Work orders generated from recipe                 [DONE]      │
│    → _generate_workorders_from_recipe() in bridge_mrp            │
│    → One WO per operation node, steps become WO instructions     │
│    → Respects opt-in/out overrides from job.node.override        │
│                                                                   │
│ 7. Operators execute WOs on shopfloor                  [DONE]    │
│    → Plant Overview kanban (drag between work centres)           │
│    → Batch chemistry tracking (FpBatch + FpBatchChemistry)       │
│    → Quality holds (FpQualityHold → FpNcr → FpCapa)             │
│                                                                   │
│ 8. MO marked done → Portal job ready_to_ship           [DONE]    │
│    → MrpProduction.button_mark_done() override                   │
│    → Auto-creates FpDelivery (draft)                             │
└──────────────────────────────────────────────────────────────────┘

┌─ SHIPPING & INVOICING ───────────────────────────────────────────┐
│ 9. CoC report generated                                [DONE]    │
│    → report_coc.xml (PDF with job info, certification, sig)      │
│    → Attached to delivery + portal job                           │
│                                                                   │
│ 10. Delivery scheduled & executed                      [DONE]    │
│     → FpDelivery: draft → scheduled → en_route → delivered       │
│     → Chain of custody auto-logged (FpChainOfCustody)            │
│     → Proof of delivery captured (FpProofOfDelivery)             │
│     → Routes with stops (FpRoute + FpRouteStop)                  │
│                                                                   │
│ 11. Delivery marked → Portal job shipped               [DONE]    │
│     → FpDelivery.action_mark_delivered() override                │
│     → Sets actual_ship_date + tracking_ref on portal job         │
│                                                                   │
│ 12. Account hold check before invoicing              [DONE]      │
│     → x_fc_account_hold on res.partner (fusion_plating_invoicing)│
│     → Blocks SO confirm, invoice post, shipping for non-managers │
│                                                                   │
│ 13. Invoice posted → Portal job complete               [DONE]    │
│     → AccountMove.action_post() override                         │
│     → Sets invoice_ref on portal job, state → complete           │
│                                                                   │
│ 14. Auto-email with CoC + Invoice + Tracking         [DONE]      │
│     → fusion_plating_notifications module                        │
│     → fp.notification.template (configurable per trigger event)  │
│     → fp.notification.log (audit trail)                          │
└──────────────────────────────────────────────────────────────────┘

┌─ CUSTOMER PORTAL ────────────────────────────────────────────────┐
│ 15. Customer sees on portal                            [DONE]    │
│     → Job progress bar (received → complete)                     │
│     → CoC download, invoice access, tracking ref                 │
│     → Quote request history                                      │
└──────────────────────────────────────────────────────────────────┘
```

### Per-Job Recipe Overrides (v19.0.2.0.0 bridge_mrp)
- `x_fc_recipe_id` on `mrp.production` → links MO to recipe
- `fusion.plating.job.node.override` → per-job opt-in/out decisions
- `fp.recipe.config.wizard` → checklist wizard for planner
- "Overrides" stat button on MO form
- Located in `fusion_plating_bridge_mrp`

### All Gaps Resolved (2026-04-12/13)

| Gap | Resolution | Module |
|-----|-----------|--------|
| **Recipe → Work Orders** | `_generate_workorders_from_recipe()` — one WO per operation, steps become instructions | `fusion_plating_bridge_mrp` v2.1.0 |
| **Account Hold Check** | `x_fc_account_hold` on res.partner, blocks SO/invoice/shipping for non-managers | `fusion_plating_invoicing` |
| **Auto-Email Package** | `fp.notification.template` + `fp.notification.log` with hooks on SO confirm, receiving, invoice | `fusion_plating_notifications` |
| **Quotation Configurator** | Part catalog, coating configs, pricing engine, 3D STL viewer, portal wizard | `fusion_plating_configurator` |
| **Parts Receiving** | Receiving records, inspection, damage logging, SO auto-create, MRP soft gate | `fusion_plating_receiving` |
| **Certificate Registry** | Unified fp.certificate with thickness readings, CoC/thickness/Nadcap types | `fusion_plating_certificates` |
| **Local Delivery** | Forked fusion_tasks with GPS/maps, stripped of claims/sync, delivery-specific fields | `fusion_tasks` |

### Architectural Decisions Made
1. **Recipe → WO**: One WO per `operation` node, child `step` nodes become numbered instructions in WO description
2. **Account hold**: Manual flag on `res.partner` (auto from aging is roadmap)
3. **Email triggers**: SO confirmed, parts received, invoice posted (configurable per trigger)
4. **Configurator**: Custom build with formula-based pricing, estimator override, portal self-service wizard
5. **Model naming**: New models use `fp.*` prefix, existing keep `fusion.plating.*`
6. **Security groups**: Role-based (Estimator, Receiving, Accounting, Shop Manager) layered on existing privilege hierarchy (Operator→Supervisor→Manager→Admin)

### Key Models Quick Reference

| Model | Module | Purpose |
|-------|--------|---------|
| `fusion.plating.process.node` | `fusion_plating` | Recipe tree (template) |
| `fusion.plating.process.node.input` | `fusion_plating` | Operator input definitions |
| `fusion.plating.job.node.override` | `fusion_plating_bridge_mrp` | Per-job opt-in/out |
| `fp.part.catalog` | `fusion_plating_configurator` | Customer part library (geometry, material) |
| `fp.coating.config` | `fusion_plating_configurator` | Coating configuration templates |
| `fp.treatment` | `fusion_plating_configurator` | Pre/post treatment steps |
| `fp.pricing.rule` | `fusion_plating_configurator` | Formula-based pricing engine |
| `fp.pricing.complexity.surcharge` | `fusion_plating_configurator` | Complexity surcharge lines |
| `fp.quote.configurator` | `fusion_plating_configurator` | Configurator session + price calc |
| `fp.receiving` | `fusion_plating_receiving` | Parts receiving record |
| `fp.receiving.line` | `fusion_plating_receiving` | Per-part receiving detail |
| `fp.receiving.damage` | `fusion_plating_receiving` | Damage log entry |
| `fp.invoice.strategy.default` | `fusion_plating_invoicing` | Customer-level invoice strategy |
| `fp.certificate` | `fusion_plating_certificates` | Certificate registry (CoC, thickness, etc.) |
| `fp.thickness.reading` | `fusion_plating_certificates` | Fischerscope measurement data |
| `fp.notification.template` | `fusion_plating_notifications` | Configurable email notification |
| `fp.notification.log` | `fusion_plating_notifications` | Email audit trail |
| `fusion.plating.quote.request` | `fusion_plating_portal` | Customer RFQ |
| `fusion.plating.portal.job` | `fusion_plating_portal` | Portal-facing job tracker |
| `fusion.plating.customer.spec` | `fusion_plating_quality` | Spec library |
| `fusion.plating.quality.hold` | `fusion_plating_quality` | Parts on hold |
| `fusion.plating.ncr` | `fusion_plating_quality` | Non-conformance reports |
| `fusion.plating.capa` | `fusion_plating_quality` | Corrective actions |
| `fusion.plating.batch` | `fusion_plating_batch` | Rack/barrel batch tracking |
| `fusion.plating.kpi` | `fusion_plating_kpi` | KPI definition (OTD, yield, throughput, etc.) |
| `fusion.plating.kpi.value` | `fusion_plating_kpi` | KPI daily value (auto-computed or manual) |
| `fusion.plating.delivery` | `fusion_plating_logistics` | Delivery with chain of custody |
| `fusion.plating.pickup.request` | `fusion_plating_logistics` | Customer pickup requests |
| `fusion.plating.route` | `fusion_plating_logistics` | Driver routes with stops |
| `fusion.technician.task` | `fusion_tasks` | Local delivery task (GPS, maps) |
| `fusion.technician.location` | `fusion_tasks` | Driver GPS tracking |

## Repackaged Enterprise Modules
See `K:\Github\RePackaged-Odoo\CLAUDE.md` for full details. Key points:
- Odoo 19 enterprise modules repackaged for community edition
- All OEEL-1 licenses changed to LGPL-3
- Phone-home/telemetry gutted
- `web_enterprise` and `mail_enterprise` are installed on odoo-entech
- Addons path includes: `_dependencies`, `accounting`, `inventory_manufacturing`, `hr`, `sales`, `ai`, `fusion_backend`, `custom`, `website`